3777 Henning Drive
Complimentary Parking at Hotel
Establishing a Succession Plan well in advance of the actual transition date will increase the value of your business, identify a larger group of potential buyers and allow you to have a greater say in your actual transition. In certain cases, unforeseen business and personal circumstances can significantly impact the value of your business, it’s ability to be sold and the financial flexibility provided for you and your family during and after the transition.
Topics to be discussed:
- Valuation Methods
- Transition Financing,
- Timeframe of Planning
- Timeframe of Transition
- Replacement of Income considerations
Brad started his career in the investment industry in 1998 after earning an Economics degree from McMaster University. He joined the Creed Group in 2016 and brings knowledge from Canada’s longest standing Trust Company and one of the world’s largest Investment Management Firms. Brad oversees the team’s focus on Financial Literacy for our clients and their families. He works closely with high quality Legal and Tax Advisors to ensure that Family Estate Plans are well constructed to meet clients’ unique, personal goals. He frequently delivers Financial Literacy Workshops for various businesses, groups and associations across the province.
For more information contact 604-298-7795